UpSlide should result in shorter working hours, or at least more productive ones.
Our teams are happier when they’re being productive, doing high-value work and learning, instead of formatting and copy-pasting.
UniCredit’s Financing and Advisory division provides simple access to capital raising, financing and advisory services for international clients.
Their teams spent a lot of time creating pitch decks, and management became concerned about the inefficiencies of this heavily manual work.
Too much time was spent on manual, repetitive work such as sourcing relevant content, updating data and formatting. Work was often duplicated unnecessarily.
These constant manual updates introduced the potential for human error, especially in such a fast-paced environment.
Too long spent on these lower-value tasks meant less energy and time for more creative, challenging work, which not only adds value to clients but is more fulfilling for bankers.
The UpSlide project
The UpSlide project team worked closely with UniCredit to ensure the tool was fully customised to the needs of their teams.
“The software itself was great, but the biggest positive was that UpSlide spoke our language. They were able to interpret
what users needed, even if the users didn’t articulate it explicitly; they really understood what we needed to automate,” according to Tanu Tuli, Digital Transformation CDIO CIB.
They also worked closely with UniCredit’s IT team to ensure their strict security criteria were met and with Central Marketing to ensure the compliance of branded templates.
We ran an exhaustive analysis for possible solutions in the market and UpSlide came out as best-in-class.
It’s going to be a real game-changer for us.
Muge Mentes, Head of CEEMEA Debt Origination
Partnership with UpSlide
“Often, people want to talk, but UpSlide wanted to listen. They were able to really understand our use cases from early on and were committed, proactive and solution-focused from the outset.”
Tanu Tuli, Digital Transformation CDIO CIB
UpSlide streamlines our processes to generate efficiencies, not just within teams, but across them. As more teams get access, the value-add will become huge.
Now teams have easy access to content via the Library, and receive materials from colleagues in a consistent format, it will eliminate unnecessary email chains and the duplication of work.
Firstly, UpSlide improves the accuracy of our deliverables by automating manual updates to reduce errors.
But more importantly, the time saved can be spent on idea generation and adding more value for our clients.
We’re in the 21st century; things should work like they do with UpSlide. It’s a great tool; I’m really glad we’re using it.
These efficiency gains will not only benefit our clients, but they will also unlock energy and potential within our teams for creative thinking.
This is much more fulfilling for our bankers, especially juniors, who feel like they are developing new skills and being more productive with their time.